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Wealthcare Advisory Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthcare Advisory Partners’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
3,236
+1,647
+104% +$491K 0.02% 490
2026
Q1 		$381K Buy
1,589
+58
+4% +$14.6K 0.01% 793
2025
Q4 		$383K Sell
1,531
-332
-18% -$83.4K 0.01% 779
2025
Q3 		$478K Buy
1,863
+377
+25% +$92.3K 0.01% 694
2025
Q2 		$357K Sell
1,486
-940
-39% -$205K 0.01% 735
2025
Q1 		$490K Buy
2,426
+888
+58% +$190K 0.01% 599
2024
Q4 		$318K Sell
1,538
-461
-23% -$96.6K 0.01% 693
2024
Q3 		$405K Sell
1,999
-1,375
-41% -$266K 0.01% 618
2024
Q2 		$658K Buy
3,374
+829
+33% +$155K 0.02% 478
2024
Q1 		$477K Buy
2,545
+874
+52% +$153K 0.02% 548
2023
Q4 		$262K Buy
1,671
+63
+4% +$9.25K 0.01% 644
2023
Q3 		$225K Hold
1,608
– – 0.01% 624
2023
Q2 		$232K Sell
1,608
-393
-20% -$55.3K 0.01% 633
2023
Q1 		$278K Sell
2,001
-13,471
-87% -$1.9M 0.01% 597
2022
Q4 		$2.26M Buy
+15,472
New +$2.24M 0.11% 150
2022
Q1 		– Sell
-3,352
Closed -$610K – 579
2021
Q4 		$610K Sell
3,352
-140
-4% -$25.8K 0.04% 281
2021
Q3 		$613K Sell
3,492
-1,916
-35% -$340K 0.04% 280
2021
Q2 		$938K Buy
5,408
+745
+16% +$126K 0.06% 210
2021
Q1 		$750K Buy
4,663
+30
+0.6% +$4.96K 0.05% 224
2020
Q4 		$747K Buy
4,633
+919
+25% +$141K 0.07% 185
2020
Q3 		$547K Buy
3,714
+929
+33% +$133K 0.06% 189
2020
Q2 		$365K Buy
2,785
+422
+18% +$51.1K 0.05% 216
2020
Q1 		$252K Buy
2,363
+1,902
+413% +$235K 0.04% 236
2019
Q4 		$58K Buy
461
+153
+50% +$18.6K 0.01% 518
2019
Q3 		$37K Buy
308
+85
+38% +$10.2K 0.01% 602
2019
Q2 		$27K Buy
223
+136
+156% +$15.6K ﹤0.01% 653
2019
Q1 		$10K Sell
87
-66
-43% -$7.09K ﹤0.01% 818
2018
Q4 		$15K Sell
153
-1,300
-89% -$139K ﹤0.01% 703
2018
Q3 		$173K Buy
1,453
+59
+4% +$6.79K 0.03% 244
2018
Q2 		$153K Buy
1,394
+667
+92% +$73K 0.03% 256
2018
Q1 		$77K Buy
727
+215
+42% +$23.4K 0.02% 323
2017
Q4 		$53K Buy
+512
New +$51.6K 0.01% 362

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealthcare Advisory Partners's MTUM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 104% in Q2 2026, buying an estimated $491K and bringing the position to 3,236 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #490.

Wealthcare Advisory Partners first reported a position in MTUM in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.26M in Q4 2022. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wealthcare Advisory Partners held 3,236 shares of iShares MSCI USA Momentum Factor ETF worth $1.11M as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,647 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $491K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #490 holding.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 32 quarters since.
  • Wealthcare Advisory Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.26M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.